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Tracey Carol Anton

T. Anton Investment House, Inc.

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About Tracey Carol Anton

Tracey Anton is a financial advisor who has been in the industry since 1992. She works with clients to create financial plans that are tailored to their individual needs and goals. Tracey holds Series 7, 24, 28, 51, 53, and 63 licenses. She is a Certified Financial Planner. Tracey currently works at T. Anton Investment House, Inc., where she focuses on individuals and high-net-worth individuals. Prior to joining T. Anton Investment House, Inc., she was employed at Googins Advisors, Inc. and Googins & Anton, Inc. Tracey Anton provides portfolio management services for individuals and financial planning.

Firm Information

Tracey Anton is currently registered with T. Anton Investment House, Inc.. T. Anton Investment House, Inc. is an investment advisor based in MIDDLETON, WI. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. They manage approximately $274,916,777 in assets for 915 clients.
T. Anton Investment House, Inc.

6300 UNIVERSITY AVENUE, SUITE 100

MIDDLETON, WI 53562

$274.92M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tracey Anton’s Registration & Firm History

WI

03/13/2015 - Present

T. Anton Investment House, Inc. (MADISON WI)

WI

08/31/1994 - 04/10/2015

GOOGINS ADVISORS, INC (MIDDLETON WI)

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Licenses & Designations

BC

Issued 11/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/14/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/03/2003

Series 24 - General Securities Principal Examination

BC

Issued 11/29/1996

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 04/10/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tracey Carol Anton.
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